Outbound Sales Appointment Setter

About the Role

We are recruiting on behalf of a fast-growing Australian financial services company that specialises in helping consumers achieve their property investment and long-term financial goals.

This role is ideal for a confident, target-driven sales professional who enjoys speaking with people, qualifying leads and booking appointments. You will engage with warm Facebook-generated enquiries, guide prospects through a structured qualification process, assess their financial situation, and schedule consultations with senior financial strategists.

Comprehensive training is provided before you begin taking live calls.

Requirements

Key Responsibilities

• Contact warm inbound leads generated through digital marketing campaigns.

• Conduct professional qualification calls using a structured sales script.

• Build rapport and establish trust with prospective clients.

• Gather information about each prospect's financial position, property ownership and retirement goals.

• Perform simple financial calculations during conversations, including:

• Property equity

• Outstanding debt

• Basic retirement income calculations

• Tax-related calculations using provided tools

• Assess whether prospects meet qualification criteria.

• Book qualified appointments for Financial Strategists.

• Accurately capture notes and update CRM records.

• Meet weekly appointment booking and performance targets.

• Maintain high call quality and compliance standards.

• Participate in ongoing coaching, training and team meetings.

Requirements

• Minimum 3 years' experience in outbound telesales, appointment setting or phone-based sales.
• Strong verbal communication skills with a clear, neutral English accent.
• Confident handling high volumes of outbound calls.
• Comfortable discussing financial topics with customers.
• Good numerical ability and financial literacy.
• Ability to perform basic calculations quickly during customer conversations.
• Highly target-driven and motivated by performance incentives.
• Able to work independently in a fully remote environment.
• Strong organisational and time management skills.
• Stable internet connection and a dedicated home office.
• Dual-monitor setup is highly advantageous.

Preferred Experience

Experience in any of the following industries would be beneficial:

• Financial Services
• Banking
• Insurance
• Mortgage Broking
• Property Investment
• Wealth Management
• Debt Review
• Collections
• Outbound Contact Centres

Previous experience with Australian customers is advantageous but not essential.

Systems & Technology

Experience with any CRM system is beneficial. Exposure to platforms such as:

• GoHighLevel (GHL)
• Predictive Diallers
• CRM Software
• Microsoft Office
• Google Workspace

What We're Looking For

The ideal candidate is:

• Friendly and engaging on the phone
• Naturally persuasive without being aggressive
• Resilient and comfortable handling objections
• Coachable and eager to learn
• Professional and reliable
• Self-motivated while working remotely
• Comfortable working towards KPIs and sales targets
• Passionate about delivering an excellent customer experience

Benefits

Benefits

• Permanent remote opportunity
• Competitive salary paid in AUD
• Performance bonuses and incentive programmes
• Comprehensive paid training
• Career growth opportunities within a rapidly expanding international business
• Supportive and collaborative team environment
• Long-term career progression as the business continues to scale